Our flagship product EstateVal is the number one program for historical securities valuations of all types - including domestic and international stocks and bonds, mutual funds, as well as mortgage backed securities, government and savings bonds, treasury certificates and CDs. Find out what we can do for you!
We provide products and services to more than 7,000 nationwide and regional banks, trust departments, financial and legal services firms, CPAs, estate planning and management systems partners, and the Internal Revenue Service.
Learn how you can benefit from working with EVP Systems.
Do it yourself with EVP Office. Or send us your portfolios and we will process them for you with our in-house professional valuation service. Either way, EVP Office provides Date of Death and Alternate Date valuations, Distribution & Appraisal Date, Gift, Cost Basis and Capital Change reports. Check out EVP Office today!
We know that securities valuations can be a confusing science at times - mean prices determinations, thinly traded issues, complex accrual methods for mutual funds. That is why we offer the best customer service in the business.
Ask any of our clients and they will say - excellent.